From holding logic to resilient bets.
A four-step working method for the AZCON Strategy Committee — from why the parent earns its keep, to where it places its bets, to the futures those bets must survive. Walk the steps in order, or jump to the one you need.
The Holding Value Proposition
Why the parent earns its keep.
Frame the corporate logic of AZCON itself — what the holding adds to its subsidiaries that they could not generate alone.
The Portfolio Strategic Move
Where the holding places its bets.
Place each entity on the 2×2 of contribution and parenting value. Name one of five archetype moves — Double-down, Re-parent, Platform-out, Partner-up, Reframe-or-restructure — and design the strategic move alongside the first 100 days that earns it.
The Scenario Planning
Four named futures, built from two axes.
Generate the 2×2 of plausible futures around the strategic horizon — the two-uncertainties method adapted for AZCON.
The Resilience Test
Which moves survive contact with the futures.
Stress-test each strategic move cell-by-cell across the four scenarios and classify as Robust, Real-option, Fragile, or Regret.
The method draws on Goold & Campbell on corporate parenting, on Pierre Wack's Shell scenario discipline, and on the wager-test variant taught in the AZCON Strategy Track.